Ned Davis Research

New highs for the S&P 500 & Nasdaq. But is this rally broad enough to last? NDR’s Tim Hayes weighs in on what matters next, read the full takeaway on our blog: bit.ly/4sK8iwl #NDR #NedDavisResearch #Markets #Investing #MarketOutlook

In our latest podcast, NDR Chief Economist Alejandra Grindal explores how the U.S. Iran conflict could lift oil prices, slow growth, and reshape global risks. Read more, or listen to this podcast episode on our blog: bit.ly/423brfE #NDR #NedDavisResearch #USEconomy

NDR’s Tim Hayes, CMT, spoke with CNBC’s Closing Bell: Overtime on why NDR downgraded equities amid rising volatility, citing weak breadth and valuation risks. Watch here: bit.ly/47sJ51R #NDR #NedDavisResearch #MarketVolatility #EquityOutlook #InvestmentStrategy

We’re excited to announce the new NDR AI Analyst, now faster, smarter & more intuitive. How will its improved insights and search tools elevate your workflow? Learn more: bit.ly/4dogePF #NDR #NedDavisResearch #AI #Research #FinTech #Innovation

NDR’s Tim Hayes told CNBC that oil volatility may stay high as OVX revisits 2020 levels and the VIX breaks above 28. Market uncertainty isn’t done yet. Click here to watch the full interview: bit.ly/4cEJxxe #NDR #NedDavisResearch #MarketVolatility #OilMarkets

In our latest podcast episode, Chief Economist Alejandra Grindal breaks down the growing macro divergence between the U.S. and the rest of the world and what it could mean for equity performance. Read more, or listen to this podcast episode on our blog: bit.ly/40336rD

The dollar just hit a 4 year low and it may fall further in 2026. The inflation implications may be bigger than they look. Want the full picture? Check out our blog for the full breakdown: bit.ly/3MquexC #NDR #NedDavisResearch #USDollar #FederalReserve

AI isn’t killing software—it's reshaping it. Some sectors face risk, others look to synergize. Get the key takeaways and download the full NDR report: bit.ly/3ORtKB9 #NDR #NedDavisResearch #ArtificialIntelligence #SoftwareIndustry #AITransformation

With the Fed easing and a mid term year ahead, dividend trends could look very different in 2026. We highlight the key signals to watch in our latest Dividend outlook for 2026. Read more and download the full outlook here: bit.ly/4agGp7I #NDR #Dividendss #2026Outlook

Stock leadership is shifting fast in 2026. Most S&P 500 stocks are beating the index — but history sends mixed signals. Bullish or caution ahead? Want the full picture? Check out our blog for the full breakdown: bit.ly/4aaCGIS #NDR #NedDavisResearch #Stocks

In our latest podcast episode, NDR Chief Economist Alejandra Grindal unpacks the recent U.S. productivity surge—strong in the short term, less so vs. long-term trends. Read more, or listen to this episode on our blog: bit.ly/4qZCNyf #NDR #NedDavisResearch #AI #G7

Is the long-running U.S. bull market losing steam? NDR’s Tim Hayes says EM strength and global rotation may tell the real story. Watch the full interview here: bit.ly/4bk28Op #NDR #NedDavisReseach #Markets #Investing #EM #EmergingMarkets #MarketOutlook

Incomes are up. Net worth is up. So why do consumers feel affordability is getting worse? Housing, food, and utilities tell a very different story. Want the full picture? Check out our blog for the full breakdown: bit.ly/4pNZDaw #NDR #NedDavisResearch

Inside NDR’s Big MAC Trade — a macro guided, cross asset strategy shaped by today’s evolving market regimes. Download the full report here: bit.ly/49pdWh3 #NDR #MarketInsights #MacroStrategy #InvestmentStrategy

2025 was full of surprises—policy shifts, A.I. spending, currency shocks, and record highs. Get the insights in NDR’s Special Report: 25 Charts of 2025. Download here: bit.ly/4pEHw70 #Markets #Investing #NDRResearch

It was great connecting with top industry professionals at the CMT Midwinter Retreat, where NDR’s Alejandra Grindal shared our 2026 outlook: slower growth, low recession risk, and macro drivers. #NDR #CMT2026MRT #Markets #Economy #Investing

NDR Chief Economist Alejandra Grindal will be speaking at the CMT Midwinter Retreat on Jan 8–9, covering demographics, debt, and the global cycle.

Chief Economist Alejandra Grindal joins Brian Sanborn to discuss the big forces shaping the global economy in 2026. Growth trends, risks, opportunities. Read more, or listen to this episode on our blog: bit.ly/49ihBNm #NDR #NedDavisResearch #Economy #GlobalOutlook

We are excited to announce—John LaForge has rejoined NDR as Chief Alternatives Strategist. He’ll lead our research on commodities, crypto, private markets & real estate, bringing 30+ years of experience to the team. Welcome back, John! #NDR #NedDavisResearch

Customizing asset allocation models just got easier. Learn how NDR’s optimization framework creates risk-tailored models—fast, efficient, and built on proven insights. Download the full report: bit.ly/4oNh4b2 #NedDavisResearch #NDR #InvestmentStrategy